Press Releases

July 25, 2017 – Bethesda, MD – WealthEngine (WE), the leading provider of predictive marketing, analytics, and audience development services, is pleased to announce its partnership with Omatic Software and the launch of the ImportOmatic Connector for WealthEngine. The Connector provides nonprofit organizations with a more flexible way to import, map, clean, and customize WealthEngine data in on-premises versions of Raiser’s Edge™, Blackbaud’s leading fundraising and relationship management solution. With the ImportOmatic Connector for WealthEngine, Raiser’s Edge users can easily sync and automate their wealth data. They also have control over who to screen and...

WealthEngine Customers Can Now Personalize Interactions by Providing a 360-Degree View of Prospects and Clients June 20, 2017 – Bethesda, MD – WealthEngine (WE) , the leading provider of predictive marketing, analytics, and audience development services, announced that its application is now Lightning-Ready and available on the Salesforce AppExchange, empowering businesses to connect with their customers, partners and employees in new ways. Lightning-Ready apps and components leverage the Lightning Framework to maximize productivity for business users by delivering a consistent experience on any device. First available on the AppExchange in March 2016 , WealthEngine’s application...

WealthEngine brings premier wealth intelligence to advisors through world-class solutions and partners April 4, 2017 – Bethesda, MD – WealthEngine (WE), the leading provider of predictive marketing, analytics, and audience development services, continues to expand its presence in the financial services industry through partnerships with financial services institutions and financial advisors and solutions that best fit the industry’s needs. The WealthEngine Platform provides powerful wealth intelligence to financial advisors through its search and prospecting solutions. With over 240 million consumer profiles, each with 1,500 attributes, nearly a half trillion data points are leveraged to provide...

WealthEngine’s Wealth and Consumer Data Platform Will Enrich Leads to Enable Personalization and Improved Conversions For Marketers December 6, 2016 – Bethesda, MD – WealthEngine (WE), the leading B2C Data and Predictive Intelligence platform optimized for wealth insights, announced that it is joining Marketo’s best-of-breed partner ecosystem, LaunchPoint®. By joining LaunchPoint, WealthEngine will be able to seamlessly integrate its powerful wealth intelligence data with the Marketo platform, enabling customers to gain new insights, more precisely target prospects, and engage audiences in ways that improve conversion. “We are excited to join Marketo’s robust network of best-of-breed...

WealthEngine and the Westfall Group partner to drive positive fundraising ROI by using wealth data in major donor events. November 29, 2016 – Bethesda, MD – WealthEngine, the leading provider of predictive marketing analytics, audience development, and wealth intelligence services, has announced an extension of their existing relationship with the Westfall Group, the nation’s leading innovator and implementer of major donor events. The Westfall Group has chosen WealthEngine as one of its preferred wealth data partners. The Westfall Group has been a long-time supporter of WealthEngine and the value its wealth data provides. Together they...